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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2610)	8/23/2002 11:42:43 AM
From: Bob Kim	Read Replies (1) \| Respond to of 25522

From TheStreet.com 6/23/99: Mark FitzGerald, the Merrill Lynch analyst who pushed his view here recently that this semi-cap recovery won't be like past recoveries, continues to say that this group has gone too far, too fast. Now he's comparing prudent investors in equipment stocks to Acapulco cliff divers, who "spring from their perch only when the rocks in the water below are visible." ***** Price targets June 1999 Jan/Feb 2000 AMAT $90 $200 KLAC $65 $115 LRCX $42 $159 NVLS $100 $192

To: Proud_Infidel who wrote (2610)	8/23/2002 11:57:25 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 25522

Brian:<<Another case of manic/depressive behavior, or criminality?>> Brian, I am sure that as soon as the price is driven down enough they will assume their earlier outlook and be buying every share they can find. I have been meaning to post on the business report on AMAT that a Brian Banmiller gave last Sunday on our big all news station, KNX, here in Los Angeles. Banmiller is a noted business reporter and has spots on KNX every week end. His report was actually on Captain Morgan. Banmiller has known Morgan for many years. He says that for the 20 years Morgan has been at AMAT he has been certifying and signing off on the earnings reports all that time. So this "new" requirement for CEOs to sign off is, in fact, nothing new to Morgan. Banmiller went on to expound on the fact that Morgan places the highest ethical standards on himself and on his people. So, when I hear that "paragon" of ethics Cramer badmouthing Morgan for being a "cheerleader" and no longer respecting him, I just have to laugh. The first post I ever made on SI was on Morgan and how I was impressed with his leadership. Let's call it ethical leadership now. He wants AMAT to be a 20B company. He will get that done. He thought that would happen by 2005. Cary, on this board, thinks it will be in 2007-2008. I think Cary is closer to the truth. One thing I do know, it is highly unlikely Morgan will retire until he has that 20B legacy. So, I feel comfortable in knowing Captain Morgan will be at the helm for awhile longer. Best regards, Jeff